Your next $91,277 is already in your client list.
We analyzed one established firm’s roster and found $91,277 in revenue they weren’t collecting. It was sitting in the clients they already had. We’re going to do the same thing for yours.
This isn’t a demo.
In 30 minutes, we’ll walk through what we typically find when we analyze an established firm’s client roster.
- Underengaged clients.
- Legacy rates that no longer reflect the work being done.
- Tax planning and advisory upgrades that never got offered.
Then we’ll talk about what we’d expect to find in yours.
There’s no obligation and no pitch deck. Just a real look at where your practice is leaving money behind.
Here is what happens in 30 minutes.
We walk through a real example.
We talk about your practice.
You decide if you want us to run your analysis.
This is for you if you…
Have been in practice for several years and have a real client base
Not a brand new practice. Clients who have been on the books for years, which means old pricing decisions are still sitting there too.
Are doing solid work but your revenue hasn’t grown the way it should
The work is good and clients stay. But the fee schedule hasn't caught up to how much the work has grown since it was first set.
Know some clients are undercharged but you don’t have time to go fix it
You can already name one or two off the top of your head. Between tax season and everything else, the conversation keeps getting pushed to next quarter.
You suspect there’s money sitting in your list
A gut feeling that hasn't been checked against real numbers yet. This is where it gets an actual answer.
Firm owners talk about what changed after working with SmartPath.
Inside the Firm with Krystal Schwartze at Carter Schwartze CPA
More margin, less write-offs. Get paid for the full scope of the work, not just what the client expected.
Inside the Firm with Aquaila Barnes at Barnes Financial Concierge
No more fee confusion. Clients know exactly what they're getting before work begins.
Inside the Firm with Michael McGovern at Modern Financial Care
From tax preparer to trusted advisor, without being limited to local clients.
Answers to the questions firms ask most.
What actually happens during the roster review call?
A SmartPath pricing expert walks through your current client list and pricing with you. You’ll look at what each client pays, what that fee actually covers, and where the two stop matching. Most firms walk away with a short list of specific clients to revisit.
Do I need to send my client list ahead of time?
No. Bring whatever you have, even if it’s a spreadsheet or your practice management software open on the call. SmartPath will work with what’s already there.
Is this a sales call?
No. The call is built around your roster, not a demo. If SmartPath looks like a fit afterward, that’s a separate conversation, on your terms.
How was the $91,277 number calculated?
It’s a real result from a real client roster, not an average or an estimate. During the review, SmartPath found $91,277 already sitting in one firm’s existing clients once pricing was aligned to the actual work being done. Every firm’s number will be different. That’s part of what the 30 minutes is for.
What if my pricing already looks fine?
Then the review will confirm that, and you’ll leave with proof instead of a guess. Most firms are surprised by at least one client, but not every firm has a gap the same size.
Who runs the review?
A SmartPath pricing expert, someone who reviews rosters like this every week and knows what underpriced work tends to look like for tax and accounting firms specifically.
What happens after the call?
You’ll have a specific list of clients and dollar figures to work from, whether or not you ever use SmartPath. If it makes sense to keep going, the next step will be clear. If not, the roster review still stands on its own.
Is there any cost or obligation?
No cost, no obligation. The call is free and there’s no contract attached to booking it.